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Bridging Academia and Industry: The Georgia Fintech Academy’s Role in Career Development

October 18, 2024 by angishields

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High Velocity Careers
Bridging Academia and Industry: The Georgia Fintech Academy's Role in Career Development
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In this episode of High Velocity Careers, Stone Payton talks with Laura Gibson-Lamothe, Executive Director of the Georgia Fintech Academy. Laura shares her unique career journey from fine arts to fintech, highlighting the importance of creative skills in the tech and banking sectors. The discussion delves into the Academy’s mission to bridge academia and industry, offering fintech education, networking, and real-world experiences. Laura emphasizes the significance of networking, experiential learning, and continuous growth in fintech careers. The episode provides valuable insights for students and professionals aiming to thrive in the dynamic fintech industry.

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Laura-Gibson-LamotheLaura Gibson-Lamothe is the Executive Director of the Georgia Fintech Academy, headquartered at Georgia State University’s Robinson College of Business. In this role, Laura leads the academy’s mission to bridge the gap between academia and industry, equipping students across 26 institutions within the University System of Georgia with the skills and knowledge necessary for successful careers in the rapidly evolving fintech sector.

With a strong background in education and fintech leadership, Laura has been instrumental in expanding access to fintech education, fostering collaboration with industry leaders, and developing programs that enhance student employability in a competitive job market. Her work is centered on preparing the next generation of fintech talent through innovative educational initiatives, hands-on training, and strategic partnerships with leading financial institutions.

Laura’s leadership has earned her several accolades, including being named a finalist for the Women in Technology’s (WIT) 2024 Woman of the Year award and the Black Tech Awards’ 2023 Person of the Year. She was also selected for the Money20/20 Rise Up cohort in 2021, which highlights women leading and innovating in the fintech industry.

Laura is also a strong advocate for diversity, equity, and inclusion in the technology sector. She serves on the boards of PayTech Women and LaAmistad, where she contributes to advancing women in payments and empowering Latino students and families. An engaging speaker and mentor, Laura is passionate about helping students navigate their career journeys and creating opportunities for professional growth within the fintech ecosystem.

Connect with Laura on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Careers. Brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. For more information, go to Kennesaw Edu’s MBA. Now, here’s your host.

Stone Payton: Welcome to another exciting and informative edition of High Velocity Careers. Stone Payton here with you this afternoon. This is going to be a good one. Please join me in welcoming to the Broadcast Executive director with Georgia Fintech Academy, Laura Gibson-Lamothe. How are you?

Laura Gibson-Lamothe: I am so good. Thank you for asking. I’m excited about our conversation today with High Velocity Careers. This is an exciting topic and I’m always evangelizing on behalf of careers in fintech, so this should be a good one.

Stone Payton: We are clearly right in your wheelhouse. It may be a good place to start. Can you share with our listening audience a little bit about about your career path?

Laura Gibson-Lamothe: Yes, my career path is an interesting one. Academically. I, uh, undergrad focused on, um, a fine arts. I had a passion for the creative side of things and, um, being, uh, interested in, uh, fine arts and approaching potentially graphic design as my career focus was something that came to a head post-graduation when I realized I couldn’t make as much money as I had hoped with that degree. Um, I did not want to be a starving artist, I must say. I took a paid internship at the United States Patent and Trademark Office, which sounds very official, in Washington, D.C., where I did a server migration, a system server migration, um, initiative. And I led, uh, over 300, um, hardware installations, uh, for a very intense, uh, government funded initiative. And that was my gateway into tech, which led me into banking. Um, I no regrets looking back and reflecting on my, uh, life decisions to kind of pivot, uh, early in my career. But I like to say that fine arts degree gave me all of the, uh, cutting edge on being creative in the design and how I articulate messages, whether it be internal presentations or external customer facing, uh, engagement. So I’ve definitely put that fine arts degree to good use.

Stone Payton: You certainly did. And now you’re the grand Poobah of Georgia Fintech Academy. How would you describe mission? Purpose? What are you and your organization really trying to do for folks?

Laura Gibson-Lamothe: Yeah, we are bridging the gap between academia and industry by providing a full variety of services for our students. We engage with the 26 institutions underneath the University System of Georgia, which are all the public colleges and universities. We provide curriculum as a service, I like to call it. So we enable the offering of fintech degrees, and then we offer a whole suite of other services programing, which is really specifically targeted towards providing students visibility into the the, you know, multiple career pathways in the industry, providing them access to a network, giving them exposure into those, you know, very tough timelines for application to internship windows and and even long term, um, full time position opportunities. Our focus is to help students get staffed, um, provide them the education, create exposure into the opportunities in the industry, and then to help facilitate that connectivity into those those opportunities for employment. Um, and so it’s been a tremendous journey to over the past five years. See the evolution of that program. We’ve engaged over 8000 students. We’ve placed almost 3000 that we can track because tracking is quite laborious. Um, and unfortunately, data is hard to come by. But we’ve been able to to start sharing some of these success stories of students who have come in, uh, maybe outside of a Stem or Steam related discipline. Um, some who have, you know, from the beginning, uh, really targeted some more tech roles. Um, you know, tech focused roles with the fintech vertical or fintech lens, but seeing them progress to the point where they’re now on the the industry side, um, really paying it forward and kind of helping, you know, the future generations, um, navigate their, you know, career entrance into the industry is is a rewarding opportunity to see that that evolution.

Stone Payton: Well, I don’t pretend to know what they are, but I have to believe there must be an incredible variety of career opportunities available in fintech, probably a bunch of roles and responsibilities that not even on my radar. Yeah.

Laura Gibson-Lamothe: Yes, I love to start those conversations with defining what is fintech. I think a lot of people, um, have different views on what fintech, aka financial technology stands for. And for us, for our perspective, it’s it’s literally anyone that operates within that broader ecosystem. So a fintech, financial technology thinking, payments and how people interact as human beings with payments, with finances. Um, it’s an enabling mechanism, uh, bringing cutting edge solutions so that people can transact on the go. Um, most students I talk to, they’re very familiar with Venmo and Cash App. But thinking about banking, thinking about all of the retail, you know, scenarios where people are using their mobile wallets or their Apple Watch to pay and Apple Pay to Google Pay and all of these different wallet. Um, you know, uh, formations. Students can really, uh, relate to the leveraging that technology. And on the back end, there’s so many different services that support that from, you know, cybersecurity and info security to data science and machine learning. Um, you know, from a fraud perspective or just being able to provide tailored customer experiences and different types of scenarios and use cases. The opportunities are quite broad and so I always tell students, you know, especially for me being a fine arts major, as we started off with this call and I’ve, I’ve, you know, gained I continued my education. I explored, you know, technical certifications.

Laura Gibson-Lamothe: I have kind of a mixed bag of variety of education along the way. Um, along with my professional experiences. But I can say the industry opportunities are broad. It could be anything from, you know, project management, which many people are familiar with. It’s across multiple different industries to product management, people that are influencing the new products, the new features that that customers, consumers are interacting with to, you know, folks who are fingers to keys, developing, um, developers, engineers. Um, and then even cybersecurity analysts and folks that are really at the helm of protecting data, protecting the environment that contains, um, all of the information and the technology that’s keeping these, these technologies running, um, to even, um, we’re now exploring, you know, some, some newer trends. Um, AI has been a huge focus on from an industry perspective and then also academically. And people keep talking about generative AI specifically and, you know, prompt engineering. How can you leverage these technologies to advance the way that we operate and maybe even gain some efficiencies? And so there’s there’s roles abound. And I think I might have highlighted already eight of them. Um, but those are kind of the traditional ones that we, you know, tend to see a lot of students come in from an early talent perspective. Um, and things just expand beyond there. Um, beyond that point.

Stone Payton: Well, your enthusiasm is contagious and it just comes out over the airwaves in fabulous form. And you did hint at this a little bit earlier in the conversation. But what are you finding at this point in your career in this field? What are you finding the most rewarding? What’s the most fun about it these days for you?

Laura Gibson-Lamothe: I think for me, it’s looking at ways to provide the students that we serve a cutting edge, a competitive, competitive edge in the industry. So I think for me, moving the needle means getting students the opportunity for, yes, a, you know, exposure and a network, which is extremely important. I constantly am enforcing, reinforcing to students to take advantage of these opportunities to connect with the the volunteers, the guest leader, speakers that we have that are dedicating their time, um, you know, to the academy in itself, but then also being able to to kind of rationalize ways where we can really provide students opportunities to really demonstrate what they’ve learned or learn in unique ways. One example of this is we really focus on experiential learning as part of what we do at the academy, outside of the traditional coursework that a student might have, taking a specific class and learning through that class. Certain competencies. There’s a real special. I feel like the secret sauce is being able to bring industry into that academic setting. Um, you know, most likely through a capstone project or a project type of initiative or a mini hackathon, I call it. Um, but during that, that duration of that course, giving students a problem statement, a challenge, letting them, you know, demonstrate what they’ve learned in front of industry, to then have conversations that lead to potentially hiring opportunities and staffing opportunities.

Laura Gibson-Lamothe: That’s that’s one of those things that I feel like is a huge asset that the Fintech Academy has to offer and provide across the university system, and we look to broker those industry relationships with our academic partners to help facilitate that. Um, the other thing is we do and we’re starting to do more of them university wide, uh, events and In hackathons. We did recently a run it by the buyers, which is kind of like a junior Shark tank, where we gave out, um, just over $6,000 in scholarship monies. So students were able to pitch their idea, their innovative payments slash fintech solution to industry. Um, and I’m using air quotes you can’t see on the podcast, but air quotes for, um, buyers, uh, folks who would potentially be interested in investing, um, you know, from a venture capital perspective in those solutions. So almost a mock style pitch day, uh, and these students pitched, they were, you know, selected down, selected to a finalist group. And we had students from UGA to Kennesaw and Georgia State all participate in this competition. And we’re looking to do more of those in 2025. That’s a really meaningful opportunity. But again, it gets students in the front, uh, you know, kind of exhibition style demonstrating what they they’ve learned, demonstrating their skills and then building those relationships real time to to get those job opportunities.

Stone Payton: Well, I got to say, listening to you, this conversation is bringing into abundant focus for me. Uh, it’s challenging a preconceived notion, I guess, or a bit of a bias that I had, I guess. I guess me and maybe other laypeople when it comes to fintech, think of it as a very transactional ecosystem. But boy, this work and to be successful in the field is so grounded in relationship, isn’t it?

Laura Gibson-Lamothe: It really is. I mean, I wish I knew what I know now back in the day, I tell you, coming out, I remember my first time, um, in the banking world. Everyone told me, you know, I was in my early 20s. Like, everyone knows everyone. It’s such a small, tight knit group. And I’m like, how could it be tight knit when there’s. There’s folks everywhere scattered across the US, globally, the world just seems so big. But in reality, now that I’ve been, you know, in the industry for almost 20 years, it is quite small and my, my network is even bigger than I once thought it was. I come across people, you know, people move from, you know, bank to bank or financial institution to another financial institution to a fintech startup. Um, and we all are interconnected or what do you call it, one degree of separation away from each other. And I think, you know, now I hear panels constantly talking about network. Back in the day, I think we were so reliant on just demonstrating value, um, contributing to an organization, getting some, you know, big wins and successes.

Laura Gibson-Lamothe: But that can’t be done without, you know, truly also being your own PR, building your network, having connectivity internally within the organization or the company you work for. And externally, it’s the opportunity for internal growth and promotion and then also industry growth and promotion. There’s opportunities everywhere. You never know when you’re going to need that connection, that you have to get to where you need to to be. And so I, I promote all the time network. But yes, the industry does feel so small. And I recently went to Amsterdam for a conference and lo and behold, I’m walking in the showroom floor and people are like, Laura, how are you doing? And I’m like, I wasn’t expecting to see you all the way out here, um, in Amsterdam. But I am truly, to this day, still amazed at like how how we’re so, you know, connected and how how small the world seems to be. Um, but yes, completely agree with you. The network is the most powerful thing. And yes, this this industry does seem small at times.

Stone Payton: Well, it’s impressive that the enterprises, the industry leaders that you’ve gotten involved in this effort, it sounds like they’re coming to speak. They’re participating fully. And it occurs to me that some of this is genuinely some enlightened self-interest, because they want to, as much as anyone, kind of, uh, close the gap a bit between what a traditional graduate has coming out of this, uh, this domain and what they really need there in the workforce. Right.

Laura Gibson-Lamothe: Yeah, I think of it this way. You know, what better way to, you know, source talent that already is, you know, best prepared to transition into your organization. And I think, you know, doing some of these, uh, experiential learning projects is a great example of that. We’ve had students who have, um, you know, done some, uh, brainstorming around innovation concepts for business. And it required that company to, you know, dedicate a couple of hours volunteering, um, telling them about what the company does and what the business does and how it’s growing, and some of the strategic priorities for them. And then the students came out of this, this business challenge with recommendations and a solution. But they also learned about the organization. Right. Like when at the end of the day, if they were, you know, to pursue an opportunity at this company, they’re not starting from scratch. They know who a visa is or an FIS is. They know even some of the terminology because they learned that in the classroom, they learned, you know, some of the opportunities and some of the challenges that they’re facing as a company. And so they come in just a little bit ahead of the curve. They’re not like coming in fresh. They’re coming in with some background, some insights and some knowledge. And so I think that is a win win for both the student and for the employer. Um, giving the student the opportunity, the exposure and the experience and then giving the employer an opportunity to to even influence and see how students are able to adapt and apply some of the you know, critical thinking skills and soft skills as well.

Stone Payton: Well, this relationship oriented ethos, values, system mindset coupled with and you’ve mentioned it several times, experiential learning, first of all, vastly different than my little bit of formal education. I’ll tell you that. But I have to believe it also sort of sets a marvelous foundation for lifelong learning. I mean, that would if you’re going to experience learning that way, you’re going to continue. You’re going to be a life learner, aren’t you?

Laura Gibson-Lamothe: Yeah. You’re right. It’s a pattern that can be repeated. And I’m also interested, encouraged to see it happen on both sides, not only from a student perspective, but from the career professionals who are volunteering. We’re seeing the same thing, and it’s almost an entry point to kind of like refresh or re vitalize some of those thoughts of continuing their educational journey or going back and getting a certification of some sort. And so we do see it on, on both sides. And some of these themes that are being taught, um, are best practices no matter what industry you enter. I was joking around with some folks earlier today around, um, our focus on innovation and design thinking, uh, concepts. I applied some of those concepts. Um, and I should say principles to how I plan my personal life. I I’m going on vacation. Hopefully, I’m in the process of filling out this spreadsheet that I like to use for my personal life. I’m a project manager at heart, and I love to have things organized, and I use some of these things that I’ve learned from a functional perspective, uh, professionally in my personal life as well. So yeah, there’s opportunities abound to apply what they’re learning and to continue that evolution of continuous learning and growth and development.

Stone Payton: So let’s dive into the nuts and bolts logistics of this thing. If I’m a student within this multi-institution group, there’s a path for me to to learn about this. These are courses I take. Walk us through that a little bit.

Laura Gibson-Lamothe: Yeah. So it’s unique to each institution. So within the university system we have these collaborative agreements with each institution. And so we’re behind the scenes from a curriculum perspective, opening up the curriculum to be leveraged by these institutions. And so if you were, for example, like Kennesaw State, you would come through the fintech program, potentially get a fintech cert certificate in fintech. Um, or you could even pursue what they’re offering now is the, the Mis and financial digital financial technologies. Um, and so there’s there’s multiple pathways for you at that specific university, and it would be accessible through advisors, through the faculty, through your normal typical registration process. There’s nothing new, and it should be transparent to the student that’s coming by way of that university. One of the fascinating things to add, though, to that point is the fact that we’re we’re really unique in the fact that we have a network of faculty that are spread across multiple institutions. And so you might be taking a course at Kennesaw State in fintech, but taught by a professor at a different university, um, and vice versa. We have Kennesaw State, you know, faculty that are also a part of the faculty network teaching core courses that are offered at other institutions as well. Um, and so this shared model, almost a shared service across university system is very unique. But it’s it’s powerful because it’s enabling institutions who might not necessarily have the infrastructure or the faculty. Experienced faculty or the credentials to offer, um, you know, these degrees or some of these courses. The ability to tap into, um, that core set of courses and curriculum.

Stone Payton: The depth and breadth of what you’re able to provide. And I don’t know if it’s the right word or not, but the diversity of thought is, uh. That is incredible. You it is. Now, you have also taken specific interest in serving, uh, very specific constituencies within this arena as well. Uh, isn’t there something like Patek women or something like that that you’re involved with?

Laura Gibson-Lamothe: Yes. So Patek Women is a nonprofit organization focusing on moving the needle for diversity and for for women in the payments and fintech ecosystems. Um, it’s an amazing relationship because we have joined a little bit of what we’re doing at the Fintech Academy with Tech Women organization. I’ve been on the board. This will be my coming up on my fourth year, um, on the as a board member, always looking for ways to, you know, engage and to increase our member base. But one thing that we’ve identified as a service to our Georgia Fintech Academy community, which is, you know, the universities that we’re speaking of, is to extend those services to them. So students who are, you know, enrolled in undergrad can sign up for an account, um, to become a member and take advantage of, uh, mentorship, job board postings, um, in-person sessions, online virtual webinars. All of these resources extend to them. We pay tech woman has an annual leadership summit, which we just had recently, um, here in Atlanta. Companies from across the US traveled to Atlanta. And there are their big brand names like, like discover, for example, who hosted a lot of our students at, um, some on campus at the conference events and a private company dinner as well. Just talking about career opportunities at discover and and networking with these students. And so there’s been a lot of time like just benefit in seeing, you know, how these two pieces can come together to extend resource and opportunity to students who are interested in fintech and payments?

Stone Payton: I don’t know when or how or where you would find the time. I was encouraged to hear you mention vacation earlier in the conversation, but I’m interested to know interest pursuits, hobbies outside the scope of your work. What? Anything you have a tendency to nerd out about that’s not Fintech Academy.

Laura Gibson-Lamothe: Yeah, you know, it’s funny because I do. I I’m on borderline insanity when it comes to this job. I am Relentless when it comes to opportunities for students. I. I do appreciate the fact that I can’t be everywhere all the time. Um, and it’s it’s one of those opportunities for me as I continue to evolve, um, alongside with the Fintech Academy, um, you know, develop what that looks like. But for me, my passions outside of this, uh, include travel. I love travel. And when I think about travel globally, for me, I was born in Italy. I, I grew up abroad. My father played professional basketball overseas. So I lived in Israel, Holland, Spain, um, you know, came back in the States in middle school. But for me, I’ve always had a kind of a global view. And in my career it’s enabled me, um, I like to say fintech is, you know, money and there’s money in money. You can make money in money. And for me, it it enabled, uh, financial stability. Financial independence. All of these things that supported my opportunities to really enjoy some of these things I’m passionate about that you’re hitting on, like travel and I love traveling, and now it’s actually kind of intersecting not to bring back, because I know you were asking about my personal life, but like, it’s it’s allowed opportunities for me to connect with universities globally. Like we we went to Ireland this summer with the American Transaction Processors Coalition, um, and signed a cooperative agreement with two universities in Belfast and in Dublin. And there are opportunities to collaborate and leverage. Um, they’re interested in have developed a fintech program. They have a smaller but, you know, robust curriculum. They’re doing apprenticeships and some other things that we have not yet embarked on that journey here in the US for the Fintech Academy. Um, but I get to kill two birds with one stone personal trip. Love travel. Secondarily, there’s also a thing that I can do to help drive and promote what we’re doing at the Fintech Academy. It’s a win win.

Stone Payton: I am so glad that I asked. Before we wrap, let’s leave our listeners if we could students, business leaders alike with a couple things to chew on be thinking about. Sometimes I refer to them as as pro tips, maybe even what we in the in the larger business community and the media world, you know what we can be doing to help. But let’s leave them with a little something to chew on.

Laura Gibson-Lamothe: Yeah, I think for, you know, the the professional experience, professional audience, for me, it’s more of giving a call to action. You know, if you’re not giving back, if you’re not mentoring, then what are you doing with your time? Investing in the next generation is investing in the future. And to be honest, I can personally attest that I would not be where I am today. If I had not had influenced directly by folks who volunteered their time and mentored me throughout my career. Um, and so I constantly am promoting and advocating for folks to volunteer for those opportunities. Um, by way of the Fintech Academy, if that’s something of interest. Um, or just, you know, locally at any of your institutions at the high school level, you know, and college. Um, folks need people to, to help support what they’re trying to do to help move the needle for our students. And then secondly, from a student perspective, I know times are challenging and I’ve noticed, you know, post pandemic, there’s almost, uh, new social anxieties, um, and stresses that our students are facing. And I just, you know, like to impress upon students to put themselves out there, be vulnerable, connect with people we mentioned earlier, the network is the most powerful thing.

Laura Gibson-Lamothe: Take advantage of all of the opportunities that you have. For us, we promote open it up to almost anyone who is at the the undergraduate or graduate level. Doesn’t matter if you’re in the university system of Georgia or not. Um, we have plenty of opportunities that are externally facing and public on our website. Uh, Georgia Fintech Academy. Org. Um, and so I really like to impress upon people to take advantage of these resources because they are resources. Um, and if you’re ever in need to, you know, pursue opportunities in fintech or want to explore what that would look like. Um, we have a whole, you know, um, roster of resources out there to kind of help you navigate those decisions and provide you some, some foundational, um, knowledge in what that would look like for you. So those two pieces, I think I would, I would like to leave with, with everyone, um, to engage and to connect and to network.

Stone Payton: That is marvelous counsel and just all around good mojo. Let’s leave them with that website again and any other coordinates you might want them to have.

Laura Gibson-Lamothe: Yeah, I would go out to the Georgia Fintech academy.org website for those that are interested in volunteer, it’s just Georgia Fintech Academy. Org forward slash volunteer simple form. There’s four different ways to really volunteer and connect with us. Um we also are on LinkedIn heavily. So look at our, um, Georgia Fintech Academy member page out on LinkedIn. Um, we are constantly promoting a lot of our events, um, and our collaborations with industry out there. So so give us a follow. Uh, we also have recently stood up our YouTube channel, which is easily found under Georgia Fintech Academy. Um, as well as Instagram because that’s how students like to consume, uh, content these days. So we’re we’re hip. We’re hip and fresh at the Georgia Fintech Academy.

Speaker4: Well, Laura.

Stone Payton: It has been an absolute delight having you on the broadcast this afternoon. Thank you for your insight, your perspective, your enthusiasm, the momentum that you guys have gained, the work that you and your team are doing is so important for so many. And we sure appreciate you.

Laura Gibson-Lamothe: Thank you so much. You’ve been a great host and I’ve really enjoyed this conversation and really appreciate it.

Stone Payton: My pleasure. Alright, until next time. This is Stone Payton for our guest today, Laura Gibson, Lamoth Executive Director with Georgia Fintech Academy and everyone here at the Business RadioX family saying, we’ll see you next time on High Velocity Careers.

 

Tagged With: Georgia Fintech Academy

BRX Pro Tip: 7 Low Cost Customer Retention Strategies

October 18, 2024 by angishields

The Power of Connection: Building Relationships in Tech and Food Industries

October 17, 2024 by angishields

WIM-Christine-Ferns-Feature
Women in Motion
The Power of Connection: Building Relationships in Tech and Food Industries
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In this episode of Women in Motion, host Lee Kantor interviews Christine Ferns, President and CEO of Step Up Consulting and Step Up Foods. Christine shares her entrepreneurial journey, detailing how Step Up Consulting specializes in implementing UKG HR, time, and payroll software for small to medium-sized businesses. She emphasizes the importance of focusing on niche markets and addressing client pain points. Christine also discusses her passion project, Step Up Foods, which aims to introduce authentic Indian cuisine to North America. Throughout the episode, she highlights the value of simplicity, strong relationships, and empowering women and minorities in business.

Step-Up-Consulting-logo

Christine-FernsChristine Ferns is the President and CEO of Step Up Consulting LLC, an IT consulting firm based in Greater Los Angeles, CA.

Since founding the company in 2018, Christine has grown Step Up into a national consulting firm specializing in implementing cloud-based Human Capital Management (HCM) software for retail, healthcare, government, and education. Step Up’s customers have been able to automate critical business processes and significantly reduce operating costs.

Christine’s business leadership has been recognized by other organizations, including the 2020 National Association of Women Business Owners (NAWBO) Champion of Diversity Award and Enterprising Women’s magazine as one of 2023’s Businesswoman of the Year.

Early in her career, Christine recognized that women are underrepresented across the creation, use, and regulation of technology. Therefore, Diversity, equity, and inclusion (DE&I) are top of mind for Christine and is one of the core founding principles for Step Up Consulting. This has also earned the company the privilege of being a certified Women’s Business Enterprise (WBE) and a Minority Business Enterprise (MBE).

Christine also serves on the National Small Business Association (NSBA) Leadership Council, advocating for small businesses in Washington, D.C. In 2023, Christine launched another business – Step Up Foods. Here, Christine and her team distribute authentic regional Indian foods and beverages within the US. Christine is passionate about social responsibility and supports various charitable organizations in the US and her home country, India.

Towards this initiative, Christine has pledged 10% of Step Up Food’s net revenue into a venture investment, which will be used to fund philanthropic endeavors focused on empowering underprivileged women and girl children. Christine believes in maintaining a work-life balance despite her busy schedule and has also made this a core principle at Step Up.

In her free time, Christine enjoys spending time with her family, including two high school-aged children, her husband, father-in-law, and her chow, Waffles! She also likes reading, cooking, gardening, and traveling to new countries.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women In Motion, we have Christine Ferns, who is the President and CEO of Step Up Consulting and Step Up Foods. Welcome.

Christine Ferns: Thank you, Lee. Great to be here.

Lee Kantor: Well, I am so excited to learn about your story. Can you tell us about Step Up Consulting and Foods? How are you serving folks?

Christine Ferns: Absolutely. Thank you. So, yes, I own and operate two businesses. Step Up Consulting is a software implementation consulting firm. We are a boutique firm headquartered out of Los Angeles. We focus on deploying and implementing UKG, which was formerly Kronos, and we work with their HR, time, and payroll cloud-based software that we implement for customers across the country. We work across verticals, so we focus on public sector, private sector, education, retail, and healthcare clients.

Christine Ferns: And our forte is working with smaller businesses, so anywhere from 100 users to maybe about 1,500 users, because when I established Step Up Consulting, one of the key drivers was realizing the gap in that space where they want a lot of boutique consulting firms that offered, really, hands-on consulting expertise and support to smaller organizations that may not have been as well thought of in terms of having technical support, having expertise in a particular subject area, and that’s where we come in and we provide them with that support.

Christine Ferns: And then, Step Up Foods, really, I joke and say that’s like my third child, because I have two teens. And I established Step Up Foods last year. The reason and the driver behind establishing Step Up Foods was because my origin is from India, I grew up in Mumbai in India, and I’m a foodie. I love food. I love talking about food, reading about food, cooking and eating food. And I thought that North America was ready to expand their palette beyond just the more common Indian foods that are available today. So, what we are striving to do is bring authentic and regional Indian foods to the North American market space.

Lee Kantor: Now, let’s talk a little bit about your consulting firm first. When you decided to kind of focus in on, I think it was Kronos you said at the beginning, that’s what they were called when you first started, a lot of people who are in business think they have to serve a big group of people, a wide variety of services, because they don’t want to miss out on anything. But you decided to kind of focus in and become subject matter expert and kind of just a really deep knowledge about this one thing, can you talk about that decision, because that seems counterintuitive for a lot of people? And I think I’m in your boat where I believe that niches bring riches. So, if you can focus in on one thing and get deep knowledge, you’re going to become more valuable to the people who are using that.

Christine Ferns: Absolutely. Lee, I have a very firm personal belief. I like to keep everything simple in every sphere of my life. And that extends to the core values that I have put into place for both the businesses. So, to come back to your question about Step Up Consulting and the business niche that we serve, we have come up with a very core offering for our small and medium business clients that focus on the main areas of the implementation. It focuses on training their teams, training the end users prior to the product being launched. And providing them with the tools and the know how necessary to then have absolute ownership of the product and be able to successfully maintain it on a go forward basis.

Christine Ferns: So, prior to establishing Step Up Consulting, I worked for about 16 years in the software implementation space as a project manager and then a program manager. And I was able to delve into my knowledge and my experience and come up with these niche offerings because I’m well aware of what the pain points are during a software implementation. So, I was able to narrow our focus onto those pain points and tailor our offering and customize it accordingly that really works for the small and medium business space that we serve.

Lee Kantor: Now, when you were deciding to do that, that seemed very natural and organic for you. But a lot of entrepreneurs out there, they think they’re going to miss out if they focus so narrowly. Did you ever have that fear, or did you see such a big opportunity that you felt like, “Look, we’re never going to be able to, you know, solve all these problems. But if we can fix this one, the market is plenty big enough for us to be successful.”

Christine Ferns: It’s exactly what you said at the end. We’re never going to be able to solve all problems. I wish I could, but I know I cannot, not in this life. So, I targeted the top three to five issues that I noticed of the hundreds of projects that I worked with in my career, and I root cost those and then came up with solutions for those, and that’s what we have built the methodology of Step Up Consulting on.

Christine Ferns: And safe to say, it’s been met with a fair degree of success because, to your point, when customers begin working with us, they’re a little all over the place. They are definitely looking at the big picture, but there’s so much that they are trying to wrap their arms around, and that’s when we get them to focus on what is critical for the immediate success of their software implementation and then how they could then focus on the lesser critical factors in the long term.

Lee Kantor: Now, are you finding that once you get in there and start working with a client, they see so much value and you’re able to kind of wring out so much value from the relationship that they kind of stick around and they want you to solve more and more problems.

Christine Ferns: That is true. They definitely come back for more work. You know, we have seen a lot of repeat business. In the software space, especially with SaaS, cloud-based software, it’s like leasing a house because you’re paying your subscriptions from day one. So, what we get customers to understand is that they want to get their return on investment as quickly as possible, so our mantra is look at your big problems, get those resolved in the near term, and then stagger out the smaller issues for the long term. Because at least you’ve begun using the software, you’ve begun getting your ROI, and then you can continue expounding and building upon the software solution for the long term.

Lee Kantor: Now, you mentioned a few of the areas or industries you work in, education, I think you mentioned, and public/private a little bit, is there other kind of industries or is this kind of industry agnostic?

Christine Ferns: It’s industry agnostic because, really, the methodology that we’ve put together is very much a one size fits all. There’s a little bit of customization that we do based on industry at the onset when we are putting the requirements together.

Christine Ferns: For example, if it’s a school, we focus on their staff segments, which could be janitorial staff, part-time staff, bus drivers. Versus if you’re working with a healthcare organization, then we’re working with nurses who may be working round the clock and have 24 by 7 schedules. But the USP of our offering is it is pretty much industry agnostic, and we have already built into place the customizations needed for the verticals that we serve.

Christine Ferns: So, we try and make it as easy and seamless and painless as possible for our customers when we begin working with them, because we have already taken the time up front to nail down the pain points of their vertical and have those solutions in place.

Lee Kantor: Now, what is the pain that they’re having? Are they contracting with you as soon as they purchase the software? Or is it something as they purchase the software and then they realize that they’re in over their head, that they didn’t realize how complex it was to really implement effectively?

Christine Ferns: It’s typically the first. So, they contract with us through UKG as soon as they have procured the software. And then, we have a smaller segment of our business that’s focused on customers who may decide to do the implementation by themselves, and then realize that, you know, it’s too much of an undertaking for them and they’d rather bring the experts in.

Lee Kantor: Now, let’s talk a little bit about Step Up Foods. Was that just something a passion project for you or did an opportunity kind of bubble up, you’re like, “Oh, I think I’m ready to take on this”?

Christine Ferns: Sure. You know, I chuckle when I talk about Step Up Foods because, well, my educational background is in hospitality and culinary management, so that’s what I studied for, for my undergrad. And as time moved on, I switched careers and moved to IT on the business side. But food and culinary management continues to remain something I’m passionate about.

Christine Ferns: And I think one of the key drivers behind establishing Step Up Foods was just because I grew up eating some amazing foods from my home land in India, and I just feel like I miss those foods over here. I feel like that subcontinent has so much more to offer in terms of the food that we presently get over here in the U.S. and that’s what led me to really establish Step Up Foods, because what we are looking to do is we are distributors of regional Indian foods.

Christine Ferns: So, my idea is being able to bring those lesser known foods, maybe create a fusion version of those when we bring them into the U.S., and really have it have mass appeal. So, my ultimate goal is being able to take these foods, which include snacks, it includes spice-based, we’ve got dessert options on there, we are working on a line of beverage options now, but I’d really like to take those into the mainstream market space like the supermarkets, the big box stores, so that we could have more and more people enjoy these offerings in their more authentic forms.

Lee Kantor: So, this is, I guess, tangential from your consulting business. Obviously, it’s not IT or anything like that, but are there some lessons learned from the consulting that’s helping you roll out the foods?

Christine Ferns: There is, because, Lee, Step Up Consulting was established in 2019, so we’ve been around for about five years now. Lots of loving lessons learned along the way as you can imagine with a startup. And I’d like to think, yes, we’ve taken those lessons, we did some things very well, we did some things not so well, but we’ve taken those and put those into place at Step Up Foods because that’s how you learn and grow.

Christine Ferns: One of them, like I was alluding to before, was I like to keep things simple, so I’ve used that same philosophy for any offering that I am working to develop within Step Up Foods. The second is, it’s all about people at the end of the day. Our mainstream offering of Step Up Consulting, definitely, it’s technology. We work with cutting edge software. We work with BI software. But at the end of the day, what it comes down to is how you work with people, how you’ve made them feel, how you’ve been able to solve their tangible and not so tangible problems, and that’s what leads to the success of our projects and our endeavors. And I have, you know, applied that same philosophy into Step Up Foods as well.

Lee Kantor: Now, one of your core values is empowering women and minorities through both of your businesses. Why was it important for you to become part of the WBEC-West community? And does that relationship help you kind of on that mission?

Christine Ferns: Thank you, Lee. It does. I consciously realized because I spent so many years working in technology and I see that women continue to remain underrepresented in the technology space, and that was something that stayed with me. And I said, you know, in my own small way, if I ever start something on my own, I’d like to try and get as many women as possible to work with the company I establish, and that’s something that we enjoy doing at Step Up Consulting.

Christine Ferns: A lot of our workforce are working mothers, they’re women. We’ve established a process that allows us to all work virtually. We have flexible work schedules. So, we have our workforce needing to take time off later in the afternoons to go pick their kids from school or from daycare, and then coming back and wrapping up work for that day. And the methodology actually supports it. We don’t miss a step in doing that.

Christine Ferns: So, that was one of my guiding principles, that was something I really wanted to put into place, was create a workplace that was friendly for women, be gender agnostic, so to speak. And I feel like we’ve been fairly successful in doing that.

Christine Ferns: And then, coming to WBENC, I have my certification with WBENC now for Step Up going back, I believe, almost four years, and it has been a true asset. We have been able to bid on a lot of federal and local government contracts by virtue of being a WBENC certified organization. We have also been able to afford the trainings that WBENC rolls out. On a very regular and frequent basis, they get speakers from different walks of life to meet with WBENC members. And I try and take advantage of those whenever I can. They have been extremely insightful and informative.

Lee Kantor: So, what do you need more of? How can we help you?

Christine Ferns: I think with WBENC, I definitely like to see more in person events. I think that would be really helpful for us small business women entrepreneurs. You know, the opportunity to meet up more in person to learn from each other. And, also, if we could get some more support in terms of branding help, marketing support as WBENC certified organizations, I think that would would be extremely useful to small business entrepreneurs such as myself.

Lee Kantor: Now, if somebody wants to connect with you to learn more about the consulting or the food business, are there websites, is there social media? What’s the best way to connect?

Christine Ferns: Absolutely. We’d love to hear from you. And the Step Up Consulting website is stepupconsultingco.com, that’s S-T-E-P-U-P-C-O-N-S-U-L-T-I-N-G-C-O-.com. The Step Up Foods website is simpler, it’s stepupfoods.com. And I’d love to hear from you. If you’re looking for something in the technology space or if there’s something you can contribute to us in the food distribution space, we’d love to hear from you. You can reach me at C-H-R-I-S-T-I-N-E-dot-F-E-R-N-S@stepupconsultingco.com.

Lee Kantor: Well, Christine, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Christine Ferns: Thank you, Lee. Thank you for the opportunity. It was great speaking with you.

Lee Kantor: All right. This is Lee Kantor, we’ll see you all next time on Women In Motion.

 

Tagged With: Step Up Consulting, Step Up Foods

Erica Whatley with Twenty20 Financial Group

October 17, 2024 by angishields

High Velocity Radio
High Velocity Radio
Erica Whatley with Twenty20 Financial Group
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Erica-WhatleyErica Whatley, the founder of Twenty20 Financial Group, leads our team of trusted financial advisors with a mission to transform financial confusion into clarity. Under her guidance, we prioritize customer service, delivering timely, reliable, and precise financial solutions.

Erica’s passion extends beyond numbers; she values building strong relationships with clients across diverse industries, including start-ups, nonprofits, and logistics. With Erica at the helm, we ensure your financial needs are met with the utmost expertise and care.

Connect with Erica on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. You guys are in for a real treat. Please join me in welcoming to the broadcast with Twenty20 Financial, Group Erica Whatley. How are you?

Erica Whatley: I am great, Stone, how are you?

Stone Payton: I am doing well. Really been looking forward to this conversation. Got a ton of questions. Erica. We probably won’t get to them all, but I would love it if you could just kind of share an overview with us briefly. Mission. Purpose. What? What are you and your team really out there trying to do for folks?

Erica Whatley: So we are trying to save people on their taxes in everyday life, whether that’s business or personal, where full service accounting firms. So we provide everything from your annual tax preparation to monthly accounting services as well as CFO services.

Stone Payton: So CFO services. That kind of caught my eye as I was reading through my notes earlier today. What would be an example of things that a CFO might do for your client?

Erica Whatley: So we help analyze the financials financial data. So we’re looking at your patterns, your risks, your opportunities. We make sure that your analysis aligns with the company’s operational processes. And we also set up a lot of growth strategy strategies and sessions to make sure the business owner is making informed decisions, whether it’s cash flow growth initiatives or just improving profitability.

Stone Payton: I would think that that would not only be really important in the day to day running of a business, but also if an owner is kind of in the early stages of preparing for their exit, maybe they’re even there a few years out to to have someone like you come in and get those ducks in a row, as it were. That’s that’s probably a very important step, isn’t it?

Erica Whatley: It is. It is very important.

Stone Payton: So what is the backstory? How did you get into this line of work?

Erica Whatley: So I’ve always been interested in numbers. Um, I remember I was about eight years old, went with my mother to H&R block, and I was just watching the guy. And I remember asking him, do you have to go to school to do this? And he was like, yes. And I remember every tax season I would go with my mom to a library and I would pick up the tax booklets. I’m kind of telling my age, but back then you could go to the library, pick up the little book and do your taxes by hand. And I would just flip through it and play around with the numbers and what was in the book, and I just built from there. I started as just tax preparation. Um, went to school and grew it. It was my purpose and my passion.

Stone Payton: Well, I can tell. I can hear in your voice. So I have a nephew in the financial services arena. You know, the wealth building arena. And he mentioned the other day that sometimes he feels like it’s almost. Especially if he’s working with a couple, uh, or partners, whether they’re a married couple or not, a business partners that it’s sometimes it’s almost like therapy. Like, do you ever consider yourself, like doing financial therapy?

Erica Whatley: 1,000%. 1,000%? Um, a lot of my clients have even told me, okay, you’re my financial therapist, because when you’re working with numbers, you’re looking at not just emotional, but also psychological and how that affects the decision making. It’s just like sitting in a regular therapist’s office and just laying everything out. We help you to get a bigger picture. And yes, he is definitely a financial therapist, especially working with wealth management.

Stone Payton: Well, it sounds like it would be incredibly rewarding work. What what’s the most fun about it at this point in your career? What do you enjoy the most?

Erica Whatley: Um, seeing the light bulb go off for business owners, seeing them finally understand why they were making the decisions they made previously, and how those decisions can help them or harm them in their business. Making sure that the the decision owner or I’m sorry, the decision maker or the business owner understands how their vision needs to tie to their actions. That for me, once that clicks, it’s like, okay, we’re over the financial trauma. We’re not making impulse decisions. We’re not making decisions based on anxiety. At that point, I know we’re where we’re supposed to be, and I’m doing exactly what I was put here to do.

Stone Payton: So I’m probably not very quick to admit it, but I but and I am a business owner, I own 40% of the business radio X network. I own 100% of one of our studios. And I would like to think that it’s not true, but I gotta believe it is. Uh, a lot of my decisions, period, maybe, but certainly financial decisions. Certainly. They must have an emotional component to them. Huh?

Erica Whatley: Absolutely, absolutely. Um, I tell everyone, money isn’t just the numbers. It’s deeply, deeply personal. Whether it’s a business account or a personal account. And it’s tied to emotional emotions like your security, or if you’re fearful or your confidence in the decision that you’re making. Once you can understand the decisions, it kind of helps pull back the anxiety and you can think through, why do I need to do this? How does it help my business long term? Or would this even be needed long term?

Stone Payton: All right. So let’s let’s dive into the work a little bit. And you may want to share a specific use case. Or if you want to use stone and Business RadioX or Stone and Cherokee Business Radio as a, as a use case, like how does the relationship begin and what are we sitting down and just having a conversation? Walk us through the the actual work a little bit.

Erica Whatley: So with me, when I first am introduced to a client, I don’t 100% jump into the numbers. I get to know the business owner as well as getting to know the business. I let everyone know my role is to provide clarity. I want to make sense of everything that you have going on. I want you to feel safe. I want you to feel seen. And once we get past that point, we can then start discussing numbers. My favorite saying is everything is fixable. Most business owners come. Owners come to me when they feel like things are chaotic or they can’t make sense of it, or I don’t know what my next steps are. Once we establish that relationship, once I understand what your goals are, we then start putting all the pieces together to build you a roadmap. That roadmap is going to connect your day to day financial decisions, which are overarching goals for your business, and we start working from there.

Stone Payton: So what’s becoming abundantly clear for me through the course of this conversation? I got to confess, I think I’ve, uh, before going into this conversation, sort of framed in my own mind. Your work is highly transactional, and the more I’m hearing the the more grounded in relationship and trust. It would have to be to work with you in that way. And you’re talking about my money and the emotions that are. Relationship is an incredibly important part of your work, isn’t it?

Erica Whatley: 1,000% at this point, I am now your spouse. When we start working together, I am your spouse. We are not going to hide anything from each other. We’re going to be transparent. We’re going to be open, and we’re going to say, hey, if you do this, you’re going to mess up. This could ruin our relationship. And it’s just that comfort. It’s the comfort that lets you know, hey, I really have someone in my corner that has been down this road. They have seen others go down this road and they’re comfortable. I trust them and they understand me.

Stone Payton: That empathy and that genuine concern and taking the time to get to know them and build the trust, I well, thank you for that awakening, Erica.

Speaker4: You’re welcome.

Stone Payton: Uh, just like I have visibly demonstrated, I got to believe that there are some recurring, I don’t know, patterns. So preconceived notions. Maybe it’s a little strong to call them myths, but maybe people come into the initially a relationship with you with some some ideas that are maybe a little off the mark, and you have to kind of educate them and help them understand. Is that true? I guess education is probably an important component of your work.

Erica Whatley: Education is very, very important. Working with me. And one thing I’ve noticed I do a lot is we are retraining what you’ve heard, whether it be on social media or someone telling you misinformation, we’re retraining you to understand how and why you’re going to make the decisions. Let’s say, for instance, an LLC. I’ll have people come to me and say, I’m an LLC. But so many people told me I need to be an S Corp. Okay, well, why do you need to be an S Corp? Well, I don’t know. Okay. So let’s explore. When an S Corp is by definition the compliance that comes with it, your responsibility and how it operates. After we go through that, I can then ask again, are you comfortable becoming an S Corp? Most people will say no because they’re like, oh, I didn’t know about the compliance portion. I can’t afford to pay myself a reasonable salary every month according to IRS rules and regulations. So just in those situations, we educate them to. Yes, you may have heard it, but it’s more to those decision making factors. So education as well as empathy within the education is very, very important.

Stone Payton: There must be a great deal of misinformation or incomplete information out there with so many, um, you know, with the social media platforms and with well-meaning friends and family, there’s.

Erica Whatley: 1,000% it is it is some of these situations that I’ve seen. I was like, no, everything is fixable, but let’s research. Let’s educate ourselves before jumping in feet first into something that could be more harmful to you than it is helpful.

Stone Payton: Now. Have you found yourself gravitating to certain types of individuals or businesses, or are you pretty industry agnostic? Or do you have a niche?

Erica Whatley: So my niche is personal injury attorneys. We do work with service based industries as well. But personal injury attorneys is one of my biggest, um, client base. Absolutely love them. And the complexity that goes into their iolta accounts and helping them grow and helping them understand how their money works because they’re so busy, they’re so tied into the business, and it’s great to kind of automate things with them as well.

Stone Payton: Well, and I’m sure after a few strong use cases under your belt. You become kind of known in that ecosystem. And and and they they know your potential client or your new client knows, hey, Eric has got this thing figured out, and she understands my world.

Erica Whatley: Exactly, absolutely.

Stone Payton: So how does the whole sales and marketing thing work for a practice like yours? Like, how do you get the new business?

Erica Whatley: Um, by the grace of God, my business is probably 99% referral based. Oh, amazing. Um, other than that, I do post educational information on my website via a blog. I’m also on LinkedIn and I do have some postings on social sites such as, uh, Instagram. And I’ve been able to pick up clients that way as well. I’ve also spoken at other events and met some clients that way.

Stone Payton: I got to believe in your industry as much, if not more, so than than most of the others. Change has got to be a constant. There’s probably new regulations always coming down. The always coming down the the pike. I guess there’s a big part of your job maybe is, is to stay in front of all that, isn’t it?

Erica Whatley: Yes, 1,000%. So the tax landscape changes all the time. And in most cases it’s creating both opportunities and challenges for businesses. So one thing I tell everyone, whether you’re an annual tax client or you’re a monthly accountant or CFO client, is proactive planning. Stop waiting until tax season. Work with your preparer, your accountant, your bookkeeper year round to make sure your financial operations are structured to minimize tax liability and then maximize your tax savings. That could be reviewing how your company is set up. It could be retirement planning. It could be the timing of your investments. Just always be proactive and not don’t wait till the last minute for everything.

Stone Payton: I know intellectually that’s really good counsel, and I feel like maybe you’ve been reading my mail or spying on me, because sometimes I’m guilty of waiting a little bit longer in the cycle than I should.

Erica Whatley: Yes, proactive. Always be proactive. It will cut down and possibly eliminate the the pop up tax bills, or just not knowing that you may have qualified for this because the law changed in the middle of tax season.

Stone Payton: Oh yeah. So what’s next for for you is are we going to publish the Erica methodology? We’re going to write a book. We’re going to scale the business. We’re going to keep plugging what’s on the horizon for you.

Erica Whatley: So we are working on scaling to be able to take on more clients and onboarding. And a part of that is quarterly. I will start getting on a zoom and just teaching what’s going on in the financial industry. How can you save money? What are we seeing? How to prepare, making sure your books and your numbers are in order? I just want to be able to educate while also scaling the business.

Stone Payton: Yeah, well, congratulations on the momentum. It sounds like you’re getting a lot done quickly and look forward to following your story. I got to know, uh, and I don’t know when or when or how you’d find the time, but when you’re not doing this, uh, interest pursuits, hobbies outside the scope of the work. We’re talking about anything you kind of nerd out about that lets you step away for a little bit and recharge.

Erica Whatley: Um, I will say to help me recharge is probably just going to be reading just a quiet corner of reading or just being out in nature, walking, or just sitting by the river or a lake, or especially the beach. Ah, it helps me decompress. 100%.

Stone Payton: Yeah. Back to therapy, right? That’s good.

Speaker4: Therapy. Exactly.

Erica Whatley: Back to therapy.

Stone Payton: But now doing that, I’ve come to believe. And I. And I’ve been an entrepreneur for several years, that, um, when you do that, you do recharge and you come back that much better equipped to genuinely serve your clients, don’t you?

Erica Whatley: I do. And the clarity that comes from it also helps me with just more ideas for the business or for my client’s business, or things that they can do to incorporate in their business for growth.

Speaker4: Yeah. Yeah.

Erica Whatley: So it’s very important to decompress.

Speaker4: All right.

Stone Payton: Before we wrap up, I’d love to leave our listeners with a couple of actionable pro tips, if we could, something to be thinking about doing, not doing, reading. Let’s leave them with a little something to chew on. But hey. And listen, gang. The number one pro tip is reach out and have a conversation with Erica or somebody on her team. But to to tide them over between now and then. Erica, let’s leave them with a little something.

Erica Whatley: Okay. So I would say today, October 15th, is actually the tax extension deadline. If you have already filed your tax returns and everything is ready and complete for 2023, start prepping for 2024. That’s things such as seeing if your W-4 withholdings are accurate with your employer, making sure if you’re a business owner, all of your books and income and expenses are up to date. If you have employees reviewing their W, I’m sorry, reviewing your w-2s just making sure everything is up to date for the employees, their home address, their email address. So at year end they can receive their W-2 or 1099 forms. Making sure you have all required information for any contractors that work for you. Items that you know are due in January. Start preparing for those now. Um, I do also have a quarterly and annual tax planning checklist. You can obtain that by going to my website, which is 2020 Financial Comm. Once you put in your email address, that will be sent to you and it gives you all the documentation you need to keep track of store in a safe place. So when January 31st hits, you’re ready to rock and roll. You won’t be searching for much.

Stone Payton: What a marvelous resource and what peace of mind must come from having that checklist and staying on top of it in front of it. So you’re not like biting your nails on April the 14th, right?

Erica Whatley: Absolutely, absolutely.

Stone Payton: All right. So one more time. Best way to connect with you. Follow your work. Tap into these resources website whatever. Whatever.

Erica Whatley: Yes. So via social media um, LinkedIn and Instagram, we are 2020 financial and our website is 2020 financial. Com.

Stone Payton: Well, Erica, it has been an absolute delight and a bit of a wake up call to visit with you this afternoon. Thank you for your insight, your perspective, your enthusiasm, the work that you’re doing to serve businesses large and small as it’s so important. And we sure appreciate you.

Erica Whatley: Thank you. I appreciate you for having me on.

Stone Payton: My pleasure. Alright, until next time. This is Stone Payton for our guest today, Erica Whatley with 2020 financial Group and everyone here at the Business RadioX family saying, we’ll see you in the fast lane.

 

Tagged With: Twenty20 Financial Group

BRX Pro Tip: 7 Mistakes New Coaches Make

October 17, 2024 by angishields

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BRX Pro Tips
BRX Pro Tip: 7 Mistakes New Coaches Make
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BRX Pro Tip: 7 Mistakes New Coaches Make

Stone Payton: And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, what counsel, if any, do you have for people that may be a little bit new to the coaching business?

Lee Kantor: Yeah. This is some advice for new business coaches. I think one of the mistakes a new coach makes is not knowing their niche. A lot of new coaches try to appeal to everybody. And they’re casting this super wide net. And I think it’s much better if you kind of focus on a specific target audience that you can best serve.

Lee Kantor: A second mistake I see is undercharging and undervaluing the coaches’ value to the client, and that a lot of times that’s due to lack of confidence. A lot of new coaches set their prices too low, which I think can actually deter potential clients because they think that if it’s that low, it must not be good. So I wouldn’t be afraid of charging more than you think initially.

Lee Kantor: Number three is they shy away from discussing pricing because they are insecure or uncomfortable. A lot of times they don’t kind of just talk about the pricing and you have to talk about the money. Otherwise, your client’s going to think you’re not professional. Of course, there’s money to be talked about.

Lee Kantor: Number four, you don’t have a clear offer or a clear call to action. You have to explicitly invite potential clients to work with you. And you have to, you know, be direct and ask. You can’t just say stuff and just hope they figure it out on their own. There has to be a call to action.

Lee Kantor: Number five, I think a big mistake is they just rely on social media for their marketing and they’re just, you know, throwing this stuff out on social media. And they’re not diversifying their marketing efforts beyond just sharing stuff on social media.

Lee Kantor: And number six, they share their offer only once or just occasionally. I think it’s so important that you have to realize that potential clients are going to need you when they need you, so they have to have multiple exposures to your offer so that they can decide to buy when they’re ready to buy. So if you think that, “Oh, I made an offer and then I’m done,” you’re not done because the person just might not have been ready to buy from you today, but maybe in a month they are ready for you to buy so you have to send that offer again but you didn’t because you think you’re done. So send the offer a lot more often.

Lee Kantor: And the last thing I think is so important is most new coaches try to do everything alone by themselves, and they’re not seeking help or guidance from mentors or other experienced coaches to help them shorten their learning curve. A lot of people just struggle too long because they’re not asking for help themselves sooner.

BRX Pro Tip: 7 Ways to Win Back Former Clients

October 16, 2024 by angishields

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BRX Pro Tip: 7 Ways to Win Back Former Clients
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BRX Pro Tip: 7 Ways to Win Back Former Clients

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, what are some good strategies for winning back former clients?

Lee Kantor: I think it’s so important to keep an email list of all your clients, all the people who have connected with you, and send personalized emails back to those former clients to let them know different things over the course of the months and years after you’ve done business with them. So don’t be afraid to craft targeted email campaigns to re-engage those inactive users. This is stuff that really isn’t expensive. This is stuff that you can create processes and systems around.

Lee Kantor: But some ideas to send in those email campaigns are just a casual hello, hey, you know, it’s been a while, and just remind them about your business and some of the services you offer, and maybe some of the things they purchased before. Let them know they’re still available.

Lee Kantor: Number two, just an update on some of the new things that you have, something that they might have missed. And maybe the reason they left you is you didn’t have this service and now you have this service. So let them know of any new features or services you’re offering.

Lee Kantor: Number three is really kind of leverage your CRM system and use filters and tools. In this way, you can flag some of these maybe at risk or inactive customers. So don’t be afraid to kind of lean on your CRM system to help you in this area.

Lee Kantor: Number four, ask for feedback. You know, reach out to a customer or former customer and try to understand why they became disengaged or why they left, and see if there’s any places you can improve. You know, I think they’ll appreciate you asking their thoughts in this area.

Lee Kantor: Number five, maybe implement some sort of a loyalty program. Let them know, “Hey, you know what? We haven’t done business, but if you refer us or maybe there’s ways to re-engage with you.” Let them know that those opportunities exist. And remember, it’s important to set up these processes on some sort of automated way to kind of create this re-engagement. If you have a series of messages that are triggered by certain periods of inactivity, leverage that. Like if you know the person hasn’t responded in X number of weeks, then they get this kind of message. You can do all this ahead of time, but just leverage your CRM system to make it easy for you to have these kind of communications.

Lee Kantor: And then last but not definitely not least, make a personal phone call for – these clients work with you for a period of time, and if they are a high value customer, a quick call can be very effective in re-establishing that relationship. The key is to use all your tools and data that you have already spent the time collecting to create these kind of personalized, timely outreach that reminds the customers of your value and encourages them to re-engage.

Transforming Footwear: Shannon Kehrer’s Journey to Create the Perfect No-Show Sock

October 15, 2024 by angishields

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Transforming Footwear: Shannon Kehrer's Journey to Create the Perfect No-Show Sock
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On today’s Women in Motion, Lee Kantor is joined by Shannon Kehrer, founder of Hidey Style, about her innovative no-show socks, Hidey Socks. Shannon shares her journey from identifying the problem of slipping socks to creating a unique design featuring breathable bamboo and Swarovski crystals. She discusses her dual sales strategy, pricing, and the importance of building a sales team. Shannon also highlights the challenges of entrepreneurship and her plans for expanding into larger retail markets.

Shannon-KehrerShannon Kehrer was so tired of the original “no-show” socks constantly sliding off her feet that she decided to redesign them, so she grabbed a pair of ankle socks, put them on with her flats and cut out the Hidey Sock design you see now.

She knew if she left an anklet then the sock wouldn’t slip off and it worked. After weeks of loving the design and knowing others were struggling with the same sock problem, Shannon knew she had to bring this product to life because it would help others with the same problem she was having, and Hidey Socks were born.

Follow Hidey on LinkedIn and Facebook. Hidey-logo

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women In Motion, we have Shannon Kehrer and she is with Hidey Style. Welcome.

Shannon Kehrer: Thank you. So happy to be here, Lee, and share Hidey Socks with the world.

Lee Kantor: I am so excited to learn what you’re up to, so tell us about Hidey Style.

Shannon Kehrer: I redesigned liner no-show socks when I was 19, because I soon realized those little annoying no-show socks whenever I would wear them, they would slide off of my feet and get bunched underneath them, and I’d walk around and it was so frustrating. So, I designed Hidey Socks with a comfortable anklet, so myself as well as millions of other people around the world don’t have to worry about their socks sliding off their feet when they’re walking around anymore.

Lee Kantor: So, when you were that age and you had this problem, what was your problem solving strategy? Like, had you ever sewn anything before? Have you ever tried to do anything? Were you, like, crafty? Is that how you’re like, “Oh, sure. This is just another thing I can do”? So, how did it happen?

Shannon Kehrer: Not at all. And I’m laughing because I was not crafty at all. I don’t know how to sew. I never went to college. And how I solved this problem for myself was, after a long day at the office being frustrated that the other no-show socks kept sliding off my feet, I went home and I sat down on my kitchen floor. I don’t know why I chose my kitchen floor, but this is what I did. And I grabbed a pair of my flat shoes and I put on a regular sock, and I literally just cut out the Hidey Sock design that you see now with the comfortable anklet, because I knew if the sock had an anklet, then it wouldn’t slip off of my feet anymore when I would walk around.

Shannon Kehrer: And that was just the first protocol. I mean, I was 19 years old, again never gone to college, didn’t think I would start a business. And then, here I was wearing this sock that actually worked. And I said, “Oh, my goodness. I have an actual business idea here, how do I do this? How do I take it to market?” And it took a couple of years, and then by the time I was 21 or 22, that’s when I officially launched Hidey Socks and have been doing it ever since, and have shared Hidey Socks with tons and tons of people and just sharing it globally now.

Lee Kantor: Now, when it was kind of at the early stages of this, because at first it was your problem, when did you realize like, “Oh, I’m not the only one who has this problem. This is something that a lot of people are suffering from, but nobody ever spent any time to try to figure this out.”

Shannon Kehrer: I realized it when I started wearing my first Hidey Sock prototype, and other people would ask me about it. And I said, “Oh. Well, you know, the other no-show socks, whenever I walk around, they just slide off my feet and it’s super frustrating. I don’t have time for this. Nobody has time for this socks slipping off.” And then, they would also tell me they had the same problem.

Shannon Kehrer: And after hearing so many different people telling me that I basically solved the solution for them as well, I knew I had to save up money and build my credit, and Google everything about a business and how to start it, and that’s how I rocked and rolled with it.

Lee Kantor: Now, you mentioned the first kind of version 1.0 was you just kind of cutting out the anklet part of the sock. I mean for folks who aren’t familiar with this, please go to the website, hideystyle, H-I-D-E-Y-S-T-Y-L-E,.com so you can see this. But you kind of reinvented what a sock is, because it isn’t a traditional sock that covers the entire foot. It has an anklet and then it covers the bottom of the foot pretty well, but the top of your foot isn’t covered.

Shannon Kehrer: Exactly. Just the toe area, the top of the toe area is covered so people can wear them with flats. And the whole reason why I chose this specific design and also made it low cut on the sides, is so my customers can wear Hidey Socks with pretty much any shoe that they want to wear Hidey Socks with. I mean, I have customers who wear them with flats, tennis shoes, Vans, even high heels and they look so cute with high heels.

Shannon Kehrer: And then, of course, the anklet, I designed it with Swarovski Crystals to add style to any shoe that you wear Hidey Socks with. So, you can literally transform your whole shoe wardrobe with Hidey Socks with the beautiful Swarovski Crystals and different color Swarovski as well.

Lee Kantor: Now, when you went from this kind of the prototype into kind of the early designs, how did you sell these? Were you selling them online or were you trying to get them into retail? Like, what was the selling process like?

Shannon Kehrer: All of it, Lee. I originally launched with just my website, and then I hired a sales rep to help me sell Hidey Socks wholesale to different boutiques and shoe stores. And now we do both, I have my website and then I also sell wholesale to different shoe stores. We’re trying to get them into larger retail stores right now, like Neiman Marcus, exactly how Sarah Blakely did it with Spanx. I mean, maybe even Target, we’re really looking into expanding into that. But as of right now, we’re selling on the website and then tons of different boutiques around the U.S., we also sell to Canada and Australia as well.

Lee Kantor: Now, when you were coming up with the idea, how much time did you spend thinking about how am I going to price this? Is this like a super high end thing? Is this for everybody? How did you kind of come up with the pricing?

Shannon Kehrer: Great question. I wanted to make Hidey Socks affordable for really anybody who wanted a sock to solve the problem as well as add style. And so, originally our price used to be a little bit higher, and what I did was I actually interviewed with Swarovski Crystals to have a partnership with them, so that way I could buy the crystals directly from Swarovski Crystals as opposed to a third party. And once I aced that interview and got a partnership with Swarovski Crystals, I basically gave that savings to my customers instead of making more of a profit margin.

Shannon Kehrer: I wanted the Hidey Socks with the genuine Swarovski Crystals, which you can put in the washer and the dryer. I wanted that retail price to be a good 1999 impulse buy, so we can sell to pretty much anyone everywhere. And then, the Hidey Socks without the Swarovski Crystals are, of course, less expensive, and I really worked hard to get that 1999 price. And, you know, it wasn’t the easiest in order to do that, but I feel like it is a good price, especially because they do last for a very long time made out of breathable bamboo.

Lee Kantor: Now, how did you kind of land on that as a material?

Shannon Kehrer: When I was researching the different materials, there’s so many different materials out there, and I discovered that bamboo fiber is naturally breathable. And I said, why don’t all sock companies make their socks out of bamboo? I mean, it makes sense for socks to be naturally breathable. And I found out that the reason why they don’t is because bamboo is actually a lot more expensive than cotton. And it’s more expensive because bamboo, if you think about that material, it’s a very hard material, like very hard. And in order to break that hard material down into something as soft as Hidey Socks, it takes a lot more work than breaking down the cotton.

Shannon Kehrer: But I decided I wanted to make my socks the best possible quality. They’re going to last for a long time and keep my customers happy. And to make sure also that I didn’t get returns. I mean, knock on wood, I’ve hardly had any returns and I’ve sold tons and tons and tons of Hidey Socks.

Lee Kantor: Now, there’s also another unique aspect, the spring. How does that work, kind of the element of having a spring as part of the sock?

Shannon Kehrer: The gel section in the heel area?

Lee Kantor: The spring from the socks, is that just the bamboo? Like, what causes that kind of spring to occur?

Shannon Kehrer: You mean the breathable of the bamboo? I’m not exactly sure what the spring is, I’m so sorry.

Lee Kantor: I thought in the actual sock itself at least it feels like there’s a spring to your step, there’s some element that the sock is kind of springing.

Shannon Kehrer: No, no. I think it’s just the breathable bamboo and just keeping the customer’s feet and shoe way more feels than cotton socks or not even wearing socks at all.

Lee Kantor: But it feels different the bamboo? Most people, I guess, aren’t used to wearing bamboo.

Shannon Kehrer: Correct, they’re not.

Lee Kantor: And then, when you landed on that and you worked through the issue of getting it soft enough, it gives you that kind of durability, but also it feels nice for the user.

Shannon Kehrer: Yes, it does. I mean, my customer is full of huge difference of wearing my Hidey bamboo socks as opposed to cotton socks or even not wearing socks at all. And once they feel that bamboo, they don’t want to wear anything else.

Lee Kantor: So, what is kind of on the roadmap for this? You mentioned hopefully getting into the Targets of the world, but do you have a team that’s kind of going out and actively pursuing those kind of relationships or maybe that’s one of the benefits of being partners with WBEC-West?

Shannon Kehrer: All of it. I have an awesome sales team who’s going out. I do have WBEC-West as a partner as well, and they have great connections and great networking. They’re so supportive. And the last event that I did with them was just absolutely phenomenal. I met with so many big corporations and was able to have meetings with them one-on-one, which was phenomenal. So, I’m just so happy that I joined WBEC-West, and I’ve had these opportunities to meet these large retailers, as well as meet other woman-owned businesses, and then also make lifelong friends with a lot of these women.

Lee Kantor: Now, do you have any advice for other entrepreneurs that are pursuing kind of a product like you have, but they’re trying to build a sales team? Are there some do’s and don’ts when it comes to building a sales team to sell something that you came up with and it’s your baby, like how do you kind of transfer that passion and knowledge to a salesperson person?

Shannon Kehrer: You know, nobody’s going to sell it like you. That’s the number one thing you definitely have to learn. And it’s better to hire out people who can do the job at least 90 percent as good as you would do it. And as long as you can do that and build a team, that’s going to continue to help you to grow.

Shannon Kehrer: In the beginning, when you first start a small business, the owner is wearing all of the hats. You know, we kind of have to before you make enough money to actually hire a team. And that’s great because then you get to understand all of those different roles. But then once you start building the momentum, just do your best to hire out as many jobs as you possibly can, and be okay with knowing that nobody’s going to sell it like you. It’s only really your main job to have the passion, train them to also have the passion, but also be able to let your baby grow.

Lee Kantor: And then, for you, has it been kind of just a trajectory of growth or have you gone through some rough patches?

Shannon Kehrer: Definite rough patches. Any business, unless if it’s like a unicorn, is going to have rough patches. It is a long term game. You can’t give up when you get knocked down. It is absolutely inevitable. I mean, I always say it’s like you’re running hurdles, you’re jumping over the hurdles, you’re going to go over some, you might fall on some. When you fall, you get right back up and continue the race.

Lee Kantor: Now, the Hidey Style, Hidey Socks, are they for children as well as adults? Like, what are the sizes?

Shannon Kehrer: Yes, I do also have kids sizes because I had so many mamas and aunties and grandmas asking me if I could do the youth sizes for Hidey Socks, and those are on our website, and they are less expensive than our adult Hidey Socks. They are just so cute and people are loving them. I mean, I have grandmas matching with their granddaughters. I have moms matching with their daughters, aunties matching with their nieces. It’s absolutely perfect.

Shannon Kehrer: And, also, their great stocking stuffers. Christmas is right around the corner. Holidays are right around the corner. Birthdays are year long. So, definitely think about getting Hideys as your next gifts as well.

Lee Kantor: Now, you mentioned it’s usable in a variety of shoes. Is it usable for people doing yoga or things like that where you need some traction?

Shannon Kehrer: Great question. I actually did do a yoga edition Hidey/Pilates edition as well because I had so many awesome customers say, “Hey Shannon. I love doing yoga, I love doing Pilates, and I would love it if your Hidey Socks had the grips on the bottom so I could use them.” So, I actually did launch those this year and they are live on our website, so you can get Heidi socks with the grippers on the bottom. It’s a different product category when you go on our website, but you will see them there.

Lee Kantor: And one more time before we wrap, what is the website or the socials to connect with you and to kind of see what’s going on over there?

Shannon Kehrer: hideystyle.com is our website, and Hidey is spelled H-I-D-E-Y. And the whole reason why I named Hidey Socks and spelled it that way is because when you wear these Hidey Socks with your shoes, you can’t tell it’s a sock. And my goal was I wanted a functional sock that was beautiful that people couldn’t tell you were wearing a sock. It just added to your shoe, which is why they’re called Hidey and spelled H-I-D-E-Y.

Lee Kantor: Well, Shannon, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Shannon Kehrer: Thank you so much, Lee. Appreciate you having me on. And thank you so much for everybody listening. We truly appreciate it.

Lee Kantor: All right. This is Lee Kantor, we will see you all next time on Women In Motion.

 

Tagged With: Hidey Sock, Hidey Style, Shannon Kehrer

Amina Buric with Aeolus Group

October 15, 2024 by angishields

Beyond the Uniform
Beyond the Uniform
Amina Buric with Aeolus Group
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Amina-BuricAmina Buric is the founder of Aeolus Group and a proud Navy veteran. At Aeolus Group, Amina and her team specialize in empowering solopreneurs and small to medium business owners by transforming their business visions into reality.

They provide comprehensive consulting services that cover the full spectrum of business strategy, implementation, and execution.

Many business owners struggle to balance their day-to-day operations with long-term strategic planning, which can stifle growth and innovation. That’s where Aeolus Group steps in.

Leveraging the discipline, strategic thinking, and leadership skills Amina honed during her time in the Navy, she helps businesses develop clear, actionable strategies and provides hands-on guidance to implement and execute those plans effectively. Aeolus-Group-logo

Aeolus Group’s goal is to streamline operations and drive sustainable growth, allowing business owners to focus on what they do best—innovating and leading their businesses to success.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio Beyond the Uniform series. I am stoked about the guest that I have on today. I met her through the Houston Regional Veterans Chamber of Commerce. She actually was at our strategic planning for this year, and I had to have her on the show. She’s doing so many amazing things. Amina Buric, who is the founder of Aeolus Group, and she’s also got something else she’s working on that I want to talk about. But first let’s jump in. Amina, welcome to the show.

Amina Buric: Thanks for having me, Trisha. Really appreciate the opportunity.

Trisha Stetzel: I’m so excited. And fellow Navy veteran.

Amina Buric: Yes, that is that is true. There is not many of us that were strong.

Trisha Stetzel: Yeah, absolutely. Absolutely. So, Amina, uh, tell me a little bit more about you. I know you are almost freshly coming out of the military and started your own business and also working on a, on a new mission that we’re going to talk about as well. So, uh, tell us a little bit more about you.

Amina Buric: So, uh, my military kind of service started since I was born. My dad was in the military. He is a proud Air Force veteran. He was a pilot. So for the first 20 years of my life, I was a military child. I went to college, ended up getting married to a service member. So for about two years of my quote unquote civilian life, my dad was still in, but my spouse was in the military. And then, right as Covid hit, I enlisted in the Navy as well. So now I’m a veteran, so I’ve hit all four categories that you could be in the military community. I was a military child, spouse, active duty, and now I’m a veteran myself. So this is the first time in my life that I have zero military influence in my life. I got out about a year and a half ago, so that’s fantastic.

Trisha Stetzel: And oh, by the way, you still have definitely military influence because you’re still participating in in both of those spaces, right? Between the Houston Regional Veterans Chamber of Commerce and also this new mission that you’re working on here over the next couple of weeks. So, Amina, tell me more about Alice Group.

Amina Buric: So, uh, act upon transitioning out. So during my time in the Navy, I ended up actually getting injured. So they my job went from being a boatswain mate to actually working in an admiral’s cabinet with his staff. So I got to learn a ton of strategy, a ton of planning, and I was part of Red Hill Water crisis, which was one of the major crises with our drinking water, actually. Us Congress was involved. So I was 20 years old working with these main strategic giants and masterminds. So I soaked up all the knowledge that I could and assisted as much as I could at at that age and upon my transition. I’m an engineer by college degree, but I didn’t want to be an engineer in the civilian world. So I started my own consulting company doing strategic advising and operational advising. So whether it’s development, implementation and integration or just kind of consulting and telling you like, hey, this is the plan of action. And I pull heavily from my military experience on how to advise these companies in the civilian sector.

Trisha Stetzel: You’re doing such important work. And that really leads me to you know, how did and I get that the education is there. You just described how the experience of being in the admiral’s office and being around these, um, strategic giants. Right. And learning that craft. But what else in your military experience prepared you to be a business owner?

Amina Buric: I think people underestimate. So I’ll kind of give you an attitude. So for us in the military, we’re on duty 24 over seven and we truly are. And once I transitioned, and still a year and a half later, I still struggle with it. I struggle on the weekends because there is no motion from Friday, about noon until Monday, about nine in the morning, there’s no motion, nothing happening. And I’m still so ingrained that I work seven days a week. And maybe it’s not client relations, but I’m drafting emails, creating content, uh, creating, you know, like projects that are due for my clients, and I will schedule them for Monday morning. So I’m not kind of overstepping my boundaries, but that is one thing I’ve learned in the military is consistency and discipline, and I have seen it time and time again that it has paid dividends for me in my progress.

Trisha Stetzel: Wow, that, you know, as you were describing that, I’m like, maybe that’s what’s missing for me. I it’s, you know, my story, which is interesting. I didn’t actually tell people that I was a military veteran for years, and it wasn’t because I was embarrassed or didn’t want to share that. It just wasn’t part of who I was. After I left the military and went to work for corporate and then opened my first business. Um, so I appreciate that you’re able to hold on to that and also get out there and tell people about it. People need to know your story, and they need to know our story so that we can attract more veterans who have businesses, and they’re contributing to this amazing ecosystem in Houston. Um, all right, I know you’re doing something really, really important. We talked about it right before the show. I’d like you to tell me about this new project that you have going going on mission DeFi.

Amina Buric: So part of and I’ll give credit to variety, they’re a platform that’s shut down. But they were a mentorship platform that I discovered. Actually, nobody told me in the Navy about it, but I was looking for mentors. I ran businesses while I was in the Navy, so I did dog training business, and I actually did a consumer goods business while I was still active duty. And I was looking for people to tell me how to run a business. And usually when people are on active duty, they don’t often start their own businesses. They’re just kind of focused on their military career. So I went through USO transitions. They said, hey, check out this platform. It’s free mentorship. So I signed up and at that point they were going for five years or so. And I’ve received countless mentorship hours and made countless actually friends from mentors that have taught me how to run a business and not just business, but how to transition out successfully because it is a it’s such an important part of our life, and I think a lot of veterans get dropped in the process, for lack of better words that, uh, like, they don’t know what to do. They’re kind of lost. And I still, year and a half later, I still kind of struggle. There are still days where I’m like, hey, like, did I make a mistake getting out, you know? And I tap into my mentors to kind of reassure me and tell me, like, hey, everything’s going to be okay, everything is fine.

Amina Buric: So, uh, when they abruptly shut down, actually, at that, at this point of my life, I was actually a mentor myself. So I was still a mentee, but I was also a mentor myself. And we try to kind of reach out to the founders. But we didn’t get any response. And I said, well, there’s a gap and I don’t know exactly if I’m equipped to fill it by myself, but I will reach out to other mentors and see if I technologically supported it. Would they come onto the platform? So that’s where mission DeFi came from. My big philosophy is that there are a lot of odds, as veterans, that we have to defy and we defy expectations, but we also need to get better at forging those connections. So what a better way than to kind of give back to the community that has given to me my entire life. But to create a platform where people can tap into anybody in the United States, veteran spouse or active duty military member and ask for advice, there’s no shame in asking for help. And I think that’s a stigma that we need to, as veterans and active duty, just military in general, break that. We can just handle everything on our own. We have a strong village, one of the strongest fraternities in the world that we can tap into and learn and take care of each other. Yeah, I absolutely agree.

Trisha Stetzel: And I didn’t even know you had a dog training business. Like the things we learn about each other when we’re having these great conversations. So you are an entrepreneur in the military. You came out of the military, started a business, and now you’re bootstrapping this mentorship program called Mission Defy. And it is so exciting. I can’t wait to see where this goes. So, Amina, how can people engage if they want to know more about Mission Defy or even about Eolis group? How can they find you?

Amina Buric: Uh, I’m most active on LinkedIn, so I treat my LinkedIn as essentially like a text. So if you shoot me a DM on LinkedIn, you will get a response. I’m not hard to find. I’m not hard to reach. I try to make myself Available at least several hours a week. And I tell people all the time, I’m in a human to human business. I’m not in a B2B or B2C or whatever. I’m an H to H. So I want to connect with everybody on a human level, get to know them, get to know how I can help them, because I truly believe that one thing that I did learn in the military is that service before self. So and in a Navy you you remember as ship shipmate self. So you save the ship, you save your shipmate, then you save yourself. So I still live to those values today. So if I’m very much of service. So I will always ask you how can I help you first?

Trisha Stetzel: I love that that’s why we connect. I you’re such an amazing person. I watched you in our strategy session at the Houston Regional Veterans Chamber of Commerce recently, and you have such a knack for looking at strategy from a high level, and then really drilling into the parts and the activity and the action that need to happen. And so I know that anybody that you work with is getting the best of the best of the best, and I appreciate you doing that work out there for the Houston business community. And this mission to Phi, I you gave me the tagline, which is Forge Connections Defy Expectations. And I love that. I love that you’re creating this space for mentorship with veterans. And you’re right, we shouldn’t be afraid to ask for help, but we’re not very good at it. And I think having a mentorship gives us a safe space to connect with each other without feeling like we’re defeated and have to ask for help. What are your thoughts on that?

Amina Buric: I think just being willing, that is kind of the season of life I’ve been in for the last year is being willing to ask for help, being willing to admit that I don’t know everything. And you would be surprised. Like, I actually people ask me all the time, well, what did you learn from being mentored? And it’s not that I learned a ton from being mentored, but I would encourage everybody to go and mentor somebody. You you just learn so much from other people’s experience, and you kind of get out of your own bubble, and it forces you to think outside of the box. So I would say while mentorship is important, being a mentee is important. The caveat to that is being a mentor to somebody. I would encourage everybody to just have one person to mentor, and it doesn’t matter if they’re older than you or younger, you can learn from somebody’s experience.

Trisha Stetzel: Yeah, absolutely. And I think in the, you know, in the face of, uh, not being fearful of knowing as a military veteran that we’re just going to go get stuff done because that’s what we do, right? We push ahead, we get things done. We don’t give up. We show up, we put our boots on, we put our pants on every day and we go to work. And being able to take that and share it through mentorship with others who are exactly like us, right? I love that you said we have the largest fraternity in the world or on the planet, and I think that’s so true. I’ve never thought about it that way. I really appreciate you being on with me today, Amina. For those of you who are listening and want to connect with Amina at any level, whether it’s through her strategic um services in her business, Eolis Group, or even for mission DeFi. I’m sure you’re looking for people to get engaged there. Go out on LinkedIn and DM her you can find her. It’s a m I n a b u r I c just do a search. You’ll find her. By the way, she’s connected to me, so you’re likely going to find her as a second connection. And it’ll be really easy to connect. Um, Amina, would you share, like, your just a favorite story or some story since you’ve been out of the military? Uh, about someone that you’ve connected with on a different level because you are h to h. I love that you said that. Human to human. So what’s your favorite connection story since you’ve been out of the military?

Amina Buric: So I don’t have a particular one, but I will tell you that I’m not a native Houstonian, and I’m somebody who I never thought I would live in a big city. When I. When I got out of the Navy, I said, I never want to see a soul. I want to live like on ten acres with in a town that has like 400 people. Like, I don’t want to be around a ton of people. I just want peace and not be around. And then, uh, just so happened that I ended up moving to Houston because, uh, my girlfriend said, hey, you would like it. It would benefit your business. And I fought her tooth and nail. But people in Houston have been so welcoming and so nice and are willing to help, and actually turned into one of my favorite places I’ve ever been. So I had to kind of put my pride and ego aside and say, hey, I don’t know anything about your city. Let me learn. And my network has actually exploded here because I don’t believe that I’m just in a business of age to age. But I think Houston is a city, is in a business of age to age. All you have to do is ask and, you know, people are willing to make the connection. And that’s one thing I’ve noticed about Houston nobody’s unreachable. You can just ask tap into. So my biggest advice, or I guess the biggest lesson I’ve learned is you just have to be willing to ask.

Trisha Stetzel: Yeah, I love that. That’s fantastic.

Trisha Stetzel: Well guess what? I live in a town of 400 people, so I found your town, Amina. I’m just saying I love it.

Amina Buric: Maybe we’re going to be neighbors next couple of years.

Trisha Stetzel: Yeah, that’s fantastic.

Trisha Stetzel: I appreciate you so much being on the show. You’re doing amazing work in your business. You’re doing amazing work in this new venture that you have going on. I know you’re bootstrapping this thing, so if anybody’s interested in helping or wants to be a part of mission DeFi, please reach out to Amina on LinkedIn. I know that she would love to have your help getting this amazing organization off the ground and starting this mentorship. Thank you again for being with me today.

Amina Buric: Thank you so much for the opportunity.

Trisha Stetzel: And that’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay focused, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: Aeolus Group

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October 15, 2024 by angishields

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